+48.7%
VRTX vs KVUE
-20.4%
+69.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -5.6% | -5.1% | -0.5% | -4.9% |
| 30D | -2.0% | -6.3% | +4.4% | -1.1% |
| 3M | +15.8% | -0.5% | +16.3% | +16.0% |
| 6M | +4.7% | +3.1% | +1.6% | +4.3% |
| YTD | +13.7% | +6.7% | +7.0% | +12.9% |
| 1Y | +29.7% | -1.1% | +30.9% | +30.0% |
| 3Y | +48.4% | -8.7% | +57.2% | +52.9% |
| All | +48.7% | -20.4% | +69.2% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KVUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling